Saturday, October 20, 2012

CRM 2011 - Excel Data Model Addin

This Excel Add-in provides a more efficient way to customize the CRM 2011 schema. Not only it is possible to explore the entity attributes in a excel sheet as many tools do, but at same time you can update and create new attributes directly from excel. All the features are available through buttons on the excel ribbon and a panel on the right of the sheet that shows all the entities.
The idea is to keep all the information of the crm entities in an excel sheet and use the sheet as source for customize a crm application with all the common utilities provided by excel. All the customizations are made using CRM web services reading the schema information from the excel sheets in a supported way. 
An excel sheet is far more faster than the classic crm web interface to manipulate entities , for example with crm excel add-in you can add option-set values in less time avoiding the annoying web interface.

This add-in works for any kind of CRM connections: on-premises , on-line office 365 and on-line live id connection.

ExcelSheet.png

The actual version allows to customize entity attributes and option set, I'm planning to improve some feature for example I'm going to add the solutions support and extend with relationship but for the moment all my effort is aiming to stabilize the current version.
 If you have any idea to improve this add-id please send me an email or use the discussion page.

Best Regards,

Nicola G.

Sunday, October 14, 2012

MSCRM 2011 - Entity statecodes and statuscodes

Below you can find all statecodes and statuscodes of the OOB Microsoft Dynamics CRM Entities.

Entity
Statecode
Statuscode
Account (account)
0 Active
1 Active
1 Inactive
2 Inactive
Activity (activitypointer)
0 Open
1 Open
1 Completed
2 Completed
2 Canceled
3 Canceled
3 Scheduled
4 Scheduled
Appointment (appointment)
0 Open
1 Free
2 Tentative
1 Completed
3 Completed
2 Canceled
4 Canceled
3 Scheduled
5 Busy
6 Out of Office
Article (kbarticle)
1 Draft
1 Draft
2 Unapproved
2 Unapproved
3 Published
3 Published
Campaign (campaign)
0 Active
0 Proposed
1 Ready To Launch
2 Launched
3 Completed
4 Canceled
5 Suspended
Campaign Activity (campaignactivity)
0 Open
0 In Progress
1 Proposed
4 Pending
5 System Aborted
6 Completed
1 Closed
2 Closed
2 Canceled
3 Canceled
Campaign Response (campaignresponse)
0 Open
1 Open
1 Closed
2 Closed
2 Canceled
3 Canceled
Case (incident)
0 Active
1 In Progress
2 On Hold
3 Waiting for Details
4 Researching
1 Resolved
5 Problem Solved
2 Canceled
6 Canceled
Case Resolution (incidentresolution, notcustomizable)
0 Open
1 Open
1 Completed
2 Closed
2 Canceled
3 Canceled
Contact (contact)
0 Active
1 Active
1 Inactive
2 Inactive
Contract (contract)
0 Draft
1 Draft
1 Invoiced
2 Invoiced
2 Active
3 Active
3 On Hold
4 On Hold
4 Canceled
5 Canceled
5 Expired
6 Expired
Contract Line (contractdetail)
0 Existing
1 New
1 Renewed
2 Renewed
2 Canceled
3 Canceled
3 Expired
4 Expired
Currency (transactioncurrency)
0 Active
0 Active
1 Inactive
1 Inactive
Discount (discounttype)
0 Active
100001 Active
1 Inactive
100002 Inactive
E-mail (email)
0 Open
0 Draft
8 Failed
1 Completed
2 Completed
3 Sent
4 Received
6 Pending Send
7 Sending
2 Canceled
5 Canceled
Fax (fax)
0 Open
0 Open
1 Completed
2 Completed
3 Sent
4 Received
2 Canceled
5 Canceled
Invoice (invoice)
0 Active
1 New
2 Partially Shipped
4 Billed
5 Booked (applies to services)
6 Installed (applies to services)
1 Closed (deprecated)
3 Canceled (deprecated)
7 Paid in Full (deprecated
2 Paid
100001 Complete
100002 Parial
3 Canceled
100003 Canceled
Lead (lead)
0 Open
1 New
2 Contacted
1 Qualified
3 Qualified
2 Disqualified
4 Lost
5 Cannot Contact
6 No Longer Interested
7 Canceled
Letter (letter)
0 Open
1 Open
2 Draft
1 Completed
3 Received
4 Sent
2 Canceled
5 Canceled
Marketing List (list)
0 Active
0 Active
1 Inactive
1 Inactive
Opportunity (opportunity)
0 Open
1 In Progress
2 On Hold
1 Won
3 Won
2 Lost
4 Canceled
5 Out-Sold
Order (salesorder)
0 Active
1 New
2 Pending
1 Submitted
3 In Progress
2 Canceled
4 No Money
3 Fulfilled
100001 Complete
100002 Partial
4 Invoiced
10003 Invoiced
Phone Call (phonecall)
0 Open
1 Open
1 Completed
2 Made
4 Received
2 Canceled
3 Canceled
Price List (pricelevel)
0 Active
100001 Active
1 Inactive
10002 Inactive
Product (product)
0 Active
1 Active
1 Inactive
2 Inactive
Quote (quote)
0 Draft
1 In Progress
1 Active
2 In Progress
3 Open
2 Won
4 Won
5 Out-Sold
3 Closed
5 Lost
6 Canceled
7 Revised
Service Activity (serviceappointment)
0 Open
1 Requested
2 Tentative
1 Closed
8 Completed
2 Canceled
9 Canceled
10 No Show
3 Scheduled
3 Pending
4 Reserved
6 In Progress
7 Arrived
Task (task)
0 Open
2 Not Started
3 In Progress
4 Waiting on someone else
7 Deferred
1 Completed
5 Completed
2 Canceled
6 Canceled


Best Regards,
Nicola G